Savvy Ladies
Savvy Ladies is a 501(c)(3) nonprofit founded in 2003 that delivers free financial education to women across all 50 states through a helpline, mobile app, courses, podcast, and workbook, supported by 200+ volunteer financial professionals.
- Company typePrivate
- Founded2003
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Savvy Ladies does
Savvy Ladies is a 501(c)(3) nonprofit founded in 2003 by Stacy Francis and headquartered in New York City that delivers free financial education and resources to women across the United States. Programming is offered through a multi-channel model including a helpline, online courses, webinars, panel discussions, blog content, a podcast, a mobile application for iOS and Android launched in October 2024, and the Financial Well-Being Workbook released in May 2025. The organization reports having served more than 35,000 women since inception, with current reach spanning all 50 states and Washington, D.C., and a stated focus on underserved communities. Spanish-language content is delivered through a partnership with Synchrony.
Service delivery is built around a volunteer model: more than 200 volunteer financial professionals — including Certified Financial Planners, Certified Public Accountants, and Certified Divorce Financial Analysts — collectively contribute over 280 volunteer hours per month. The technology stack is conventional and limited to a Salesforce-based CRM for helpline intake and case management, a mobile app, and digital content distribution through web, podcast, and downloadable workbook formats; there is no disclosed AI/ML capability, proprietary model, or data-flywheel mechanism.
Revenue mechanics are those of a donor-supported nonprofit: contributions come from individual donations, corporate sponsorships, and grants, with disclosed sponsors and partners including Capital One, Wells Fargo, Nationwide, Marshalls, Morgan Stanley, JP Morgan Chase, the Nasdaq Foundation, and the Foundation for Financial Planning. The organization holds a Guidestar Platinum Seal of Transparency and is governed by a 30+ member board of directors plus a 10+ member junior board. All programmatic services are provided to beneficiaries at no charge.
Savvy Ladies firmographics
Firmographics- Name
- Savvy Ladies
- Legal name
- Savvy Ladies LLC
- Website
- https://savvyladies.org
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Savvy Ladies is a 501(c)(3) nonprofit founded in 2003 that delivers free financial education to women across all 50 states through a helpline, mobile app, courses, podcast, and workbook, supported by 200+ volunteer financial professionals.
- Ownership category
- akta.pro rank
Savvy Ladies industry classification
Industry- Product category
- Financial Education Services
- akta.pro primary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
- akta.pro secondary industries
- Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN), Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH), Financial Literacy, Debt Counseling & Default Prevention (EDALAJAK)
Keywords
Where Savvy Ladies is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Savvy Ladies business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Donations: Individual donations from supporters to fund programs and resources
- Corporate Sponsorships: Corporate sponsorships from companies including Marshalls, Capital One, Wells Fargo, Nationwide, Francis Financial, and others
- Grants: Foundation grants including from Nasdaq Foundation and other institutional funders
- Stock/Securities Gifts: Gifts of appreciated stock or securities with potential double tax benefit
- IRA Charitable Distributions: Qualified charitable distributions (QCD) from IRAs for donors 70½ years or older
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free Financial Helpline - 1:1 pro bono financial guidance |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Savvy Ladies product offering
Product offeringCore offering
Savvy Ladies provides free financial education exclusively to women through a Free Financial Helpline that matches women with pro bono certified financial professionals (CFPs, CPAs, CDFAs) for 1-on-1 guidance on budgeting, debt, investing, retirement, and divorce. Complementary offerings include FINRA-approved online courses, a Financial Well-Being Workbook, expert webinars, panel series, a podcast, and a blog—all free of charge and funded through donations, corporate sponsorships, and grants.
Product overview
Savvy Ladies is a 501(c)(3) nonprofit organization offering a comprehensive suite of free financial education products and services exclusively for women. The core offerings include: the Free Financial Helpline (1-on-1 pro bono guidance with certified financial professionals), Free Financial Courses (FINRA-approved online learning in partnership with Fitness Financial Group), the Financial Well-Being Workbook (downloadable educational resource), The Power of the Ask Podcast (co-hosted by Lisa Zeiderman and Precious Williams), Savvy Series live-virtual panel discussions, Webinar Sessions with industry experts, the Savvy Money Blog (expert-written articles), the Savvy Ladies Resource Guide, a Free Financial Helpline Mobile App (iOS/Android), and The Savvy Pledge program. These products work together to provide financial education across multiple channels—from direct counseling to self-paced courses to community engagement—targeting women nationwide regardless of income level or background.
Differentiator
Problem solved
Functional benefit
Brands
- Savvy Ladies Free Financial Helpline: Free 1-on-1 financial guidance service connecting women with pro bono financial professionals.
- The Power of the Ask
- Savvy Series
- Savvy Sessions (Webinars)
- Savvy Money Blog
Products and services
- Free Financial Helpline
Quantifiable outcome
- Less financial anxiety and greater financial self-confidence reported after participating in Savvy Ladies Debt Education program
- +2 more outcomes
Companies that use Savvy Ladies
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Savvy Ladies technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Savvy Ladies partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core, flagship and minor.
- Fitness Financial GroupcorePartnership to bring best-in-class financial courses created by industry experts, curated for Savvy Ladies' female audience. Fitness Financial Group developed industry-leading interactive financial wellness solutions for top financial service firms, government agencies, and large corporations.
- MarshallsflagshipMarshalls partnered with Savvy Ladies to help equip women nationwide to take control of their finances through their free financial app and workshops.
- Ameriprise FinancialminorContributed to funding the Financial Well-Being Workbook program.
- Wells FargominorContributed to funding the Financial Well-Being Workbook program.
- SynchronyminorSpanish translation of the Financial Well-Being Workbook made possible by Synchrony.
- W!se (Women's Institute for Financial Education)corePartnership to create MoneyW!se: 4-Part Financial Literacy Workshop Series. W!se is an award-winning national educational nonprofit.
- Morgan StanleyminorPanel sponsor for Savvy Series events.
- JP Morgan ChaseminorPanel sponsor for Savvy Series events.
- NationwideminorPanel sponsor for Savvy Series events.
- RH (Restoration Hardware)minorPanel sponsor for Savvy Series events.
- GodfreyminorPanel sponsor for Savvy Series events.
Scale indicators14 records
Recent moves6 records
Expansion highlights5 records
Savvy Ladies competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Savvy Ladies social profiles
Digital presenceSavvy Ladies compliance and trust
Trust signalCompliance3 records
Savvy Ladies financial estimates
Financial estimateRevenue estimate
Valuation estimate
Savvy Ladies leadership team
Management profileNumber of profiles
Profiles5 records
Savvy Ladies funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Savvy Ladies M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Savvy Ladies
What does Savvy Ladies do?
Savvy Ladies provides free financial education exclusively to women through a Free Financial Helpline that matches women with pro bono certified financial professionals (CFPs, CPAs, CDFAs) for 1-on-1 guidance on budgeting, debt, investing, retirement, and divorce. Complementary offerings include FINRA-approved online courses, a Financial Well-Being Workbook, expert webinars, panel series, a podcast, and a blog—all free of charge and funded through donations, corporate sponsorships, and grants.
Is Savvy Ladies a public or private company?
Savvy Ladies is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Savvy Ladies founded?
Savvy Ladies was founded in 2003. It employs 1 to 10 people.
Where is Savvy Ladies based?
Savvy Ladies is headquartered in New York, United States, in the North America region.
How does Savvy Ladies make money?
Five revenue lines are on record. Donations are the primary driver. The others are corporate Sponsorships, grants, stock/Securities Gifts and IRA Charitable Distributions.
Does Savvy Ladies have an API?
No public API is recorded for Savvy Ladies.
What industry is Savvy Ladies in?
Savvy Ladies's product category is Financial Education Services. Its primary akta.pro industry code is FSAEAAAH, Financial Coaching & Budgeting Advisory, with a secondary code of EDAAAJAN, Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors).